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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-10-28 |
| TX | RA | APPROVED | 2024-10-28 |
Branch Locations
9041 Executive Park Dr Suite 115, Knoxville, TN 37923 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Knoxville | TN | 12/1999 | 10/2024 |
| Agia | Houston | TX | 12/2022 | 10/2024 |
| Kestra Investment Services, Llc | Knoxville | TN | 10/2024 | Present |
| Kestra Advisory Services, Llc | Knoxville | TN | 10/2024 | Present |
Name: KESTRA ADVISORY SERVICES, LLC POS: IAR NOB: Investment advisory services through Kestra Advisory Services, LLC INV REL: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/16/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735 DESC: Financial planning and investment management. Name: SOJOURN WEALTH MANAGEMENT, LLC POSITION: Registered Rep NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/16/2024 ADDRESS: 9041 Executive Park Dr., Suite 115, Knoxville TN 37923, United States DESCRIPTION: Marketing and selling securities and insurance products. Name: SOJOURN TAX SERVICES, LLC POSITION: President NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 08/25/2025 ADDRESS: 9041 Executive Park Dr., Suite 115, Knoxville TN 37923, United States DESCRIPTION: Coordinate document gathering and organization to be presented to outside/contracted CPAs/EAs or in-house CPAs/EAs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-27 |
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